Have you made an online trade yeti? - Alloya Corporate Federal Credit Union

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Have You Made an Online Trade Yeti?

If you have not yet executed a SimpliCD or Marketable Securities trade* through Alloya Investment Services’ online investment system, Premier Portfolio, now is the time!

For a limited time only, we will send you a YETI® tumbler after executing three SimpiCD trades or one marketable security trade via Premier Portfolio! You read that right – just follow the simple steps below to complete three SimpliCD trades or one marketable security trade and we will ship you a YETI® tumbler.

How to execute a SimpliCD trade via Premier Portfolio

Log in to Premier Portfolio, click the Offerings button and select SimpliCD from the drop-down.
You will be directed to the SimpliCD portal where you can view and purchase the top rates available by term on your credit union’s customized Home Page or you can click Shop For Rates to view more issuers and rates.
Select and submit the certificate you wish to invest in, then click Complete Purchase.

How to execute a Marketable Securities trade via Premier Portfolio

Log in to Premier Portfolio, click the Offerings button and select Securities from the drop-down.
You will be presented current offerings in each security sector (i.e., bullets, Treasuries, callables, bank notes, MBS, CMOS). Click a sector to view the offerings.
Submit a request to purchase by entering the amount you wish to buy in the last column and clicking the Buy button in the upper right corner. You can enter trades in multiple categories at the same time.
Once you click Buy, a confirmation screen will display. Review your order and click Submit. The system will then generate a confirmation email to you and your Alloya Investment Services representative.
Your Alloya Investment Services representative will then review the order to ensure it is risk-appropriate and prudent for your credit union. If so, your representative will then send it to the trading desk to determine if it can be executed at the current level. If so, they will lock in the market price and place the trade; if it has moved, they will contact you regarding the new level.
Once the trade is finalized, you will receive a confirmation email from your representative and the trading desk.

To get started with Premier Portfolio, contact your Alloya representative or email solutions@alloyacorp.org.

*SimpliCD is a product offered by Alloya Investment Services’ partnership with Primary Financial. Broker-dealer transactions are facilitated through Credit Union Investment Solutions, LLC (ISI), member FINRA/SIPC.

We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with YETI Coolers, LLC (“YETI”), or any of its subsidiaries or its affiliates. The official YETI website can be found at www.yeti.com.

The names YETI Coolers, LLC and YETI® as well as related names, marks, emblems and images are registered trademarks of their respective owners.

©2019 YETI COOLERS, LLC. ALL RIGHTS RESERVED

View the terms and conditions of the YETI giveaway campaign.

Why Use Premier Portfolio?

Premier Portfolio enables you to perform many of your credit union’s daily investment activities all in one location. In addition to convenience, Premier Portfolio users stand to gain access to more information, online tools, flexibility in your calendar, efficiency and time to focus on your credit union’s members.

Features of Premier Portfolio:

Read the Daily Commentary & Weekly Relative Value
Gain access to educational content that can help you understand the impact of current economic and political events on your credit union.
View and Buy Offerings
Review available Marketable Securities offerings and highlighted specials, place “buy” orders right from your desk, and connect directly into the SimpliCD website to make CD purchases.
Access Documents and Reports
Easily access key accounting and investment portfolio reports, statements, trade confirms and market analyses in one convenient location.
View Portfolio Holdings
See current investments holdings online and easily export into a spreadsheet format.

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